Earnings Momentum: Recent social media chatter highlights Analog Devices' strong second-quarter results, with earnings per share doubling and revenue climbing notably. Traders note the stock's resilience above key consolidation levels despite broader market pressures.
Valuation Concerns: Discussions also point to elevated price-to-earnings ratios and softer cash flow trends, prompting some to advocate holding positions rather than adding at current prices. Others reference the recent acquisition of Empower Semiconductor as a potential growth catalyst ahead of third-quarter updates.
Market Context: Overall, social media observers tie the stock's year-to-date gains to semiconductor demand in electric vehicles and related sectors, while urging caution on further upside without pullbacks.
Note: This discussion summary was generated from an AI condensation of post data.
Analog Devices Insider Trading Activity
Analog Devices insiders have traded $ADI stock on the open market 73 times in the past 6 months. Of those trades, 0 have been purchases and 73 have been sales.
Here’s a breakdown of recent trading of $ADI stock by insiders over the last 6 months:
- VINCENT ROCHE (Chair & CEO) has made 0 purchases and 10 sales selling 120,000 shares for an estimated $44,636,305.
- RAY STATA has made 0 purchases and 58 sales selling 26,226 shares for an estimated $7,988,787.
- MICHAEL SONDEL (CAO (principal acct. officer)) has made 0 purchases and 2 sales selling 12,367 shares for an estimated $3,787,160.
- MARTIN COTTER (SVP, Vertical Business Units) sold 5,000 shares for an estimated $1,355,950
- KATSUFUMI NAKAMURA (SVP, Chief Customer Officer) has made 0 purchases and 2 sales selling 1,000 shares for an estimated $295,315.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Analog Devices Revenue
Analog Devices had revenues of $3.6B in Q2 2026. This is an increase of 37.25% from the same period in the prior year.
You can track ADI financials on Quiver Quantitative's ADI stock page.
You can access data on ADI stock through the Quiver Quantitative API.
Analog Devices Congressional Stock Trading
Members of Congress have traded $ADI stock 6 times in the past 6 months. Of those trades, 1 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $ADI stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 05/19.
- REPRESENTATIVE THOMAS H. KEAN, JR. sold up to $15,000 on 04/29.
- REPRESENTATIVE RICHARD MCCORMICK has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 03/19.
- SENATOR SHELLEY MOORE CAPITO sold up to $15,000 on 02/10.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 12/18.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Analog Devices Hedge Fund Activity
We have seen 1,012 institutional investors add shares of Analog Devices stock to their portfolio, and 960 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY removed 2,191,130 shares (-21.0%) from their portfolio in Q1 2026, for an estimated $697,086,098
- FIRST EAGLE INVESTMENT MANAGEMENT, LLC removed 2,025,781 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $644,481,967
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,946,255 shares (+41.3%) to their portfolio in Q1 2026, for an estimated $619,181,565
- FMR LLC added 1,801,734 shares (+36.6%) to their portfolio in Q1 2026, for an estimated $573,203,654
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 1,677,682 shares (-21.3%) from their portfolio in Q1 2026, for an estimated $533,737,751
- GENERATION INVESTMENT MANAGEMENT LLP removed 1,316,607 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $357,063,818
- FARALLON CAPITAL MANAGEMENT LLC removed 1,299,500 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $352,424,400
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Analog Devices Analyst Ratings
Wall Street analysts have issued reports on $ADI in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 05/21/2026
- B of A Securities issued a "Buy" rating on 01/21/2026
- Wells Fargo issued a "Overweight" rating on 01/15/2026
To track analyst ratings and price targets for Analog Devices, check out Quiver Quantitative's $ADI forecast page.
Analog Devices Price Targets
Multiple analysts have issued price targets for $ADI recently. We have seen 22 analysts offer price targets for $ADI in the last 6 months, with a median target of $450.0.
Here are some recent targets:
- Harlan Sur from JP Morgan set a target price of $450.0 on 05/26/2026
- John Vinh from Keybanc set a target price of $500.0 on 05/21/2026
- N. Quinn Bolton from Needham set a target price of $440.0 on 05/21/2026
- Vivek Arya from B of A Securities set a target price of $460.0 on 05/21/2026
- Blayne Curtis from Jefferies set a target price of $475.0 on 05/21/2026
- Joe Quatrochi from Wells Fargo set a target price of $515.0 on 05/21/2026
- Tristan Gerra from Baird set a target price of $450.0 on 05/21/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
